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Our History

Our History

Heck Capital Advisors has been in the business of financial guidance and investment management since the 1950s. We serve individuals, families, and institutional organizations from the heart of Wisconsin, where Robert Heck first began the family's investment legacy.

1958

Robert Heck started his career with a Wall Street Investment Firm as a Research Analyst.

2007

Heck Capital Advisors, LLC successfully started.

2008

Spotlight feature in InvestmentNews magazine.

2009

Ranked in Top 100 of U.S. Independent Advisory Firms ranked by Financial Advisors Magazine.2

2010

Ranked in Top 100 of U.S. Independent Advisory Firms ranked by Financial Advisors Magazine.2

2011

Ranked in Top 100 of U.S. Independent Advisory Firms ranked by Financial Advisors Magazine.2

2012

Robert Heck named one of America’s Top Financial Advisors by Conquest Press, LLC.3

Ranked in Top 100 of U.S. Independent Advisory Firms ranked by Advisor One4 and Financial Advisors Magazine.2

2013

Ranked in Top 100 of U.S. Independent Advisory Firms ranked by Financial Advisors Magazine.2

2016

Ranked in Top 100 Registered Investment Advisor by Wealth Management.com.7

2017

Heck Capital Advisors, LLC successfully in business for 10 years!

Heck Capital successfully expands to Minneapolis, MN.

Ranked in Top 100 of Financial Advisor Magazine’s 2017 RIA Survey.2

Named the 2017 "Face of Investment Advisory" in Milwaukee by Milwaukee Magazine.

2018

Heck Capital surpasses $4.0B in assets under management and consultation.

Heck Capital successfully launches its legacy planning services.

*To view the sourcing and methodology of the awards above, please refer to the methodology tab located at the bottom of our "News & Press" page

Consistently recognized as one of the Top Independent

Investment Advisory Firms in the nation.

Robert G. Heck, 1958

Under Bob's leadership, we remain grounded in our small-town values. Client referrals and high client retention is a testament to our work and have allowed us to cultivate a national reach.

Investing & Consulting to over

$4 BILLION*

Servicing Client Relationships in over

30 STATES

*Assets under management and consultation as of 12/31/2017

Together, Heck Capital's directors and professionals offer over 200 years of collective experience and an exceptional work ethic. Our strengths include legacy investing, high touch - high tech service, and longstanding investment focus for all our clients. Heck Capital's objective is to exceed expectations for outstanding client service.